Switch Recruitment Services Ltd is seeking an experienced IFA Administrator or Wealth Planning Administrator to support Financial Planners and deliver professional client service. The role involves preparing client valuations, drafting documentation for reviews, and coordinating with insurers for quotations while maintaining accurate records.
You will need wealth management experience and solid pensions/investments knowledge, with strong communication skills and the ability to multitask in a
#J-18808-Ljbffr
Wealth Planning Administrator — Hybrid, Growth & Impact employer: Switch Recruitment Services Ltd
Join an award-winning SIPP provider and wealth management business that prioritises employee growth and development. With a supportive work culture, you will enjoy a competitive salary, enhanced pension, and generous holiday allowance, all while working in a collaborative environment that values your contributions and fosters professional advancement.
Contact Details:
Switch Recruitment Services Ltd Recruitment Team
